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  1. US Sales tax - 1099s: W9 submissions should create an actual document

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    3 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi there

    While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.

    In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊

    Jaime Campbell supported this idea  · 
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    Jaime Campbell commented  · 

    That document is critical in case of audit because it contains the payee certification. It's also critical because the data in it is unchanged, whereas the data in Xero can be changed.